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  •  Dow Up 1.69% Nasdaq Up 2.12%

    Baird LargeCap Inv (BHGSX)

    8.85 Up 0.18(2.08%) Dec 17
    Prev Close:8.67
    YTD Return*:15.88%
    Net Assets*:39.42M
    Yield*:N/A

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for BHGSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MCO2.6529.54
    INTC2.6448.33
    WFC2.5222.40
    ABBV2.5134.31
    MDT2.4331.07

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:39.42M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:15.88%
    5y Avg Return:15.68%
    Rank in Category (ytd):3
    % Rank in Category (ytd):0.19%
    Beta (3y):1.12
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to provide long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of large-capitalization companies, principally common stocks and American Depositary Receipts ("ADRs") that are traded on major U.S. exchanges. It may also invest in shares of exchange-traded funds ("ETFs") that principally invest in large-capitalization companies such as, without limitation, the iShares S&P Index Fund or SPDR S&P 500 ETF. View More
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